| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Chatto Encompass More Asset Management | 5,430 | $361,390.39 | $465,133.8 | $103,743.41 | 28.71% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 8,327 | $565,025.07 | $713,290.82 | $148,265.75 | 26.24% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 222 | $14,607.8 | $19,016.52 | $4,408.72 | 30.18% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 6,212 | $411,145.24 | $532,119.92 | $120,974.68 | 29.42% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 391 | $27,944.71 | $33,493.06 | $5,548.35 | 19.85% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 134,722 | $9.56M | $11.54M | $1.98M | 20.74% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 8,247 | $558,849.95 | $706,438.02 | $147,588.07 | 26.41% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,327 | $154,323.58 | $199,330.82 | $45,007.24 | 29.16% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 704 | $53,122.59 | $60,304.64 | $7,182.05 | 13.52% |
Corey Saft Sivia Capital Partners, LLC | 18,306 | $1.46M | $1.57M | $112,658.65 | 7.74% |
Michael Koch Counterweight Ventures, LLC | 3,175 | $232,664 | $271,970.5 | $39,306.5 | 16.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,741 | $268,566.27 | $320,454.06 | $51,887.79 | 19.32% |
Stacy Creekmur Creekmur Asset Management LLC | 274 | $18,617.25 | $23,470.84 | $4,853.59 | 26.07% |
Ashley Meredith Abel Hall, LLC | 21,779 | $1.55M | $1.87M | $311,968.12 | 20.08% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 295 | $27,435 | $25,269.7 | -$2,165.3 | -7.89% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,655 | $257,349 | $313,087.3 | $55,738.3 | 21.66% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 3,770 | $337,717 | $322,938.2 | -$14,778.8 | -4.38% |
Douglas E. Morisoli Fairman Group, LLC | 797 | $53,061.18 | $68,271.02 | $15,209.84 | 28.66% |
Kelly Harris Glass Wealth Management Co LLC | 44,108 | $2.96M | $3.78M | $818,431.81 | 27.65% |
Ian Jameson American Capital Advisory, LLC | 29,571 | $2.23M | $2.53M | $298,522.65 | 13.36% |